Topics include mortgage advice, universal life insurance policies, annuities, managing student loans, real estate investments, locum tenens as a career solution, and financial literacy courses for healthcare professionals.

Family doc shares how he saved $500,000 while enjoying life. Discussion on key moments pushing towards retirement. MLG Capital's private real estate investments offer substantial returns. Importance of maxing out retirement accounts and strategic career decisions highlighted.

Dr. Ian Storch, a Gastroenterologist, discusses the differences between MDs and DOs in education, job opportunities, and practical hands-on work. They explore the history of Osteopathy and its impact on osteopathic education. The podcast also covers tips on deciding between MD and DO routes, transitioning from DO match to Combined Match System, and preventing burnout through diverse interests.

Today we interview an MS1 who is celebrating making a budget for the first time. He said he wants to inspire others to do whatever they can to mitigate the financial burden of medical school. He shared that simply by having a budget he is actually spending less because he is more aware of where all of his money is going. We know that the earlier you get started becoming financially literate the better off you will be and this student is well on his way! After the interview we are talking about donor advised funds for Finance 101. At PKA Insurance Group Inc – Pradeep Audho, and Matthew Pedersen are independent brokers focusing on Disability and Life insurance. They excel in securing coverage for physicians, including those on visas like J1, H1B, etc. Protecting your family in the event of a disability or death is important. There is now an A+ rated carrier offering up to $10Million of Life insurance without labs. If you are very healthy with limited or no medical issues, approval is likely in 5 minutes. Reach out to PKA Insurance to discuss your Disability or Life insurance needs at https://www.whitecoatinvestor.com/pka 1-800-258-1018 - OR – emailing info@pkainsurance.com  The White Coat Investor has been helping doctors with their money since 2011. Our free financial planning resource covers a variety of topics from doctor mortgage loans and refinancing medical school loans to physician disability insurance and malpractice insurance. Learn about loan refinancing or consolidation, explore new investment strategies, and discover loan programs specifically aimed at helping doctors. If you're a high-income professional and ready to get a "fair shake" on Wall Street, The White Coat Investor channel is for you! Be a Guest on The Milestones to Millionaire Podcast: https://www.whitecoatinvestor.com/milestones  Main Website: https://www.whitecoatinvestor.com  Student Loan Advice: https://studentloanadvice.com  YouTube: https://www.whitecoatinvestor.com/youtube  Facebook: https://www.facebook.com/thewhitecoatinvestor  Twitter: https://twitter.com/WCInvestor  Instagram: https://www.instagram.com/thewhitecoatinvestor  Subreddit: https://www.reddit.com/r/whitecoatinvestor  Online Courses: https://whitecoatinvestor.teachable.com  Newsletter: https://www.whitecoatinvestor.com/free-monthly-newsletter 

Learn about the importance of asset allocation in your investment plan, adjusting it for long vs short term goals. Explore a philosophical discussion on economic growth, handling risk, and the benefits of diversified portfolios. Discover insights on optimizing returns through low-cost investing strategies and the advantages of integrating bonds with stocks for a balanced approach.

An orthopedic surgeon who completed his military commitment shares his journey to becoming a millionaire. Topics covered include wealth building strategies, military pay, retirement planning, and transitioning to civilian life. The podcast also discusses finance 101, focusing on itemizing deductions for tax benefits.

Dr. Dahle tackles tax questions in this episode, covering FICA taxes, IRA contributions, working in two states, and maximizing tax efficiency. Learn about managing tax penalties, retirement account strategies, and SoFi's sponsorship for investment property advice. Join the community for financial empowerment.

The guest shares a journey from college to homelessness to building wealth to a quarter million dollars. They discuss gratitude, needing less to be happy, paying off debt, and successful financial strategies. The podcast also covers topics on risk in finance, physician contract reviews, and financial basics for high-income professionals.

Dr. Tyler Scott, a licensed dentist turned financial planner, discusses the importance of disability insurance for all doctors. Topics include HSAs, saving for future home expenses, capital gains taxes, and cleaning up investment accounts.

An anesthesiologist shares her journey to becoming a millionaire in just 3.5 years post-training, stressing the importance of saving and negotiation. The podcast also covers financial principles for doctors, including intentional spending, tax strategies, and asset protection.